Editing an existing work item on a certain date by scheduled automation

[Amanda TAY]

i have some pre-created tasks which are now 'dormant', and I will need them to become active sometime while i am on long leave. I would like to use automation to schedule these changes to make the issues active. (Making the issue active is the easy part)

The trouble I am having is that as it is not a newly created issue, neither am i triggering it, from a work item, how do i use automation to look for and edit these issues? 

TIA!

[Walter Buggenhout · Accepted solution]

Hi @Amanda TAY,

You could add a label to them and then search by that label when you need to manipulate them. Since you mention you're on a long leave, it seems as if this is a very specific scenario. Labels are quite good for dealing with that type of situations.

Hope this helps! 

[Amanda TAY]

Yes, quite specific. Unfortunately the labels are used for other purposes. so i rather not use fields that are actively in use. 

[Walter Buggenhout]

@Amanda TAY,

I thought you were talking about dozens of work items. But if you can do it like in your own answer:

Ok, i found the answer, copy more branches for each task. There's probably more elegant ways of doing this, but this is good enough for now. 

you can simply create a query like this:

Key in (DT-561, DT-562, ...)

That would make your rule quite a lot easier.

[Amanda TAY]

yes much better, thank you!

[Amanda TAY · Accepted solution]

Ok, i found the answer, copy more branches for each task. There's probably more elegant ways of doing this, but this is good enough for now. 

[Karan Sachdev]

Hey @Amanda TAY

You can use scheduled trigger in automation to fulfil this requirement.

In the scheduled trigger, set the Start date to the future date when you want to run the rule.

The end date can be set as "After 1 occurence", so the rule will run only once:

Editing the issue(s) is quite straightforward. Simply include the JQL for the required issues in your schedule trigger, and add an edit action item in the next step.

I hope this helps!

Thanks

[Amanda TAY]

This question actually stems from a even more complicated automation i was attempting to do and I don't know if i am successful as it is so complicated. 

Create a scheduled automation to trigger the creation of a new Epic with a unique name (like the quarter number and year) 7 weeks before the start of each quarter to generate the automation starting the Monday 6 weeks before the start of the quarter. (As quarters don't always start on Mondays but we have a meeting to discuss such topics on Mondays), so it is to be repeated every 13 weeks. 

There are 4 recurring tasks under this epic and all of them should also reflect the same quarter number in the task names so it doesn't get mixed up with other quarters and years.

JQL/smartvalues/Json are not easy for me to follow as there are not enough examples on how to use them effectively and there isn't any good documents to understand how to use them or troubleshoot them quickly. (i know where is a problem, i don't know how to fix it and can't find the material to do so).

If there are any tips or know how to have this generated quarterly, would be helpful. Thank you!